Skip to main content

Ready to discover the side effects of Heidi? Meet Dr. Steve

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Share this:
Psychiatrist Template

Therapy + Med Check Note

A professional Psychiatrist template for healthcare professionals.
Use templateBrowse templates

Specialty

Psychiatrist

Used

376 times

Type

Note

Last edited

22/01/2025

Created by

Anonymous

Use template

About this template

The Therapy + Med Check Note template is an essential tool for psychiatrists and mental health professionals to document therapy sessions and medication management. This comprehensive template captures key aspects of a patient's mental health journey, including their chief complaint, history of present illness, and progress in therapy. It also includes sections for interventions used, mental status exams, and medication adherence. By using this template, clinicians can ensure thorough documentation of each session, facilitating better patient care and treatment planning. Ideal for capturing detailed therapy progress notes and medication checks, this template supports effective communication and continuity of care.

Preview template

Summary: - The patient, a 35-year-old male, presented with ongoing anxiety and depression. Since the last session, he has shown slight improvement in managing stress through mindfulness exercises. He continues to struggle with work-related stress but has made progress in setting boundaries. - Strengths include his commitment to therapy and willingness to try new coping strategies. Challenges include persistent anxiety and occasional depressive episodes. Treatment goals focus on reducing anxiety symptoms and improving work-life balance. Chief Complaint: - The patient reports increased anxiety and difficulty sleeping due to work stress. History of Present Illness (HPI): - The patient reports experiencing heightened anxiety and occasional panic attacks over the past month. He has also noted increased irritability and difficulty concentrating at work. - There have been no significant life events, but work-related stress has been a major challenge. Topics Discussed: - The session focused on stress management techniques, including mindfulness and cognitive restructuring. The patient expressed concerns about his ability to manage work stress and reported progress in using mindfulness to reduce anxiety. Interventions Used: - Cognitive Behavioral Therapy (CBT) techniques were employed to address negative thought patterns. Mindfulness exercises were practiced to help the patient manage anxiety symptoms. - The patient was engaged and responsive, showing a willingness to apply learned techniques outside of sessions. Tests and Scores: - PHQ-9 score: 12, indicating moderate depression. - GAD-7 score: 15, indicating severe anxiety. Mental Status Exam: - Appearance: Well-groomed, casual attire. - Behavior: Cooperative and engaged throughout the session. - Mood/Affect: The patient reported feeling anxious, with an observed affect congruent with his mood. - Thought Process/Content: Logical and coherent, with no evidence of delusions or hallucinations. - Cognition/Insight/Judgment: Intact memory and orientation, with good insight and judgment. Medications: - Current Medications: Sertraline 50 mg daily for anxiety and depression. - Patient-Reported Adherence: The patient reports taking medication as prescribed with no issues. - Side Effects: No significant side effects reported. Assignments and Plan: - Assignments: The patient is to continue practicing mindfulness exercises daily and track anxiety levels in a journal. - Plan: Continue with weekly therapy sessions focusing on CBT and mindfulness. Consider medication adjustment if anxiety symptoms persist. Safety Assessment: - No suicidal ideation or self-harm risk reported. Protective factors include strong family support and engagement in therapy. Follow-Up Email: - A summary of the session was sent to the patient, highlighting key points and recommendations. Contact information was provided for any questions or concerns before the next session. Diagnostic Codes: - F41.1 Generalized Anxiety Disorder - F32.1 Major Depressive Disorder, Moderate Billing Codes: - ICD-10: F41.1, F32.1 - CPT: 99213 for therapy session, 90833 for medication management To-Dos: - Schedule the next therapy session in one week. - The patient to complete mindfulness exercises and journal entries before the next session.

How to use this template

1Step 1

Download the template

Get started by downloading the template to your device

2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Document

Quick Session Update - Psychiatry

MT

Mitchell Trickey

Psychiatrist

26

Form

DVA Referral Form (D0904 0425)

JJ

Jane Jones

Psychiatrist

23

Document

APARC Clinical Review 07/08/2025

LF

Lochanie Fonseka

Psychiatrist

3

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

imxYAA

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • HIPAA

  • AU/NZ

  • Canada

  • UK

  • GDPR

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility